Valeo Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 172 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.1%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$319,438
-3.8%
1,2980.0%0.02%0.0%
Q2 2023$332,028
+3.5%
1,2980.0%0.02%0.0%
Q1 2023$320,879
-17.2%
1,298
-10.4%
0.02%
-28.6%
Q4 2022$387,615
+4.8%
1,4480.0%0.02%
-12.5%
Q3 2022$370,0000.0%1,4480.0%0.02%
+4.3%
Q2 2022$370,000
-9.8%
1,4480.0%0.02%
+9.5%
Q1 2022$410,000
+8.8%
1,448
+11.6%
0.02%
+5.0%
Q4 2021$377,000
+13.6%
1,2980.0%0.02%
+5.3%
Q3 2021$332,000
-4.0%
1,2980.0%0.02%
-9.5%
Q2 2021$346,000
+5.8%
1,2980.0%0.02%
+40.0%
Q1 2021$327,000
+7.2%
1,2980.0%0.02%
-6.2%
Q4 2020$305,000
+16.4%
1,2980.0%0.02%
-30.4%
Q3 2020$262,000
-1.1%
1,298
-5.5%
0.02%
-4.2%
Q2 2020$265,000
+1.1%
1,374
-6.8%
0.02%
-14.3%
Q1 2020$262,000
-6.8%
1,474
+5.4%
0.03%
+3.7%
Q4 2019$281,000
+24.3%
1,3980.0%0.03%
+8.0%
Q3 2019$226,000
-5.8%
1,3980.0%0.02%
-7.4%
Q2 2019$240,000
+10.1%
1,398
+7.7%
0.03%
+3.8%
Q1 2019$218,000
+1.9%
1,2980.0%0.03%
-13.3%
Q4 2018$214,000
-13.4%
1,2980.0%0.03%
-9.1%
Q3 2018$247,000
+0.4%
1,2980.0%0.03%
-2.9%
Q2 2018$246,0001,2980.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 17,540$4,116,0001.87%
Wharton Business Group, LLC 84,475$19,825,0001.62%
PURA VIDA INVESTMENTS, LLC 155,000$36,375,0001.32%
MARTIN & CO INC /TN/ 19,847$4,658,0001.19%
Terra Nova Asset Management LLC 4,928$1,157,0001.17%
FMA ADVISORY INC 12,985$3,047,0001.02%
Phoenix Holdings Ltd. 136,060$31,881,0000.85%
Carl P. Sherr & Co., LLC 3,540$831,0000.66%
MURPHY CAPITAL MANAGEMENT INC 18,541$4,351,0000.58%
Clal Insurance Enterprises Holdings Ltd 168,673$36,984,0000.50%
View complete list of ISHARES TR shareholders